After logging an activity, I can share the details of that activity to the internal and external attendees. I would like the ability to customize which fields auto-populate into the body of that email.
Our team uses many custom fields in the activity object to prompt the CSM to provide details depending on the meeting type and sync information back to the account. For example, we have a field for “meeting sentiment” which contributes to the account health score. I would not want a customer to see the “meeting sentiment” score in the email recap, and it’s tedious to delete it from every single email that goes out (if we remember to delete it!).
